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Find FCA registered Financial Advisers Near Me in CV3 3


We have found 611 relevant financial adviser firms within 30 miles of CV3 3. Showing page 3 of 41.

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  2. 🏢

    FINANCIAL DESIGN (INDEPENDENT FINANCIAL ADVISORS) LIMITED

    FCA reg no.
    536994
    FCA authorised date:
    01/07/11
    Financial Design (IFA) Ltd is a trusted, FCA-regulated advisory firm in Kenilworth, providing personalised financial planning solutions in investments, life & pensions retirement advice.
    1. ✔6 Financial Advisers
    2. 🪧5.4 Miles
    3. 📍Kenilworth
  3. 🏢

    Rachel Kerr

    FCA reg no.
    1024924
    FCA authorised date:
    24/01/25
    Rachel Kerr, regulated by the FCA (1024924), is a Kenilworth-based financial services provider specializing in insurance, investments, and pension transfers. The firm offers tailored solutions focused on client empowerment and financial wellbeing.
    1. ✔1 Financial Adviser
    2. 🪧5.5 Miles
    3. 📍Kenilworth
  4. 🏢

    Bridgegate Wealth Management LTD

    FCA reg no.
    416964
    FCA authorised date:
    07/12/04
    Warwickshire-based firm, Bridgegate Wealth Management Ltd, offers FCA-regulated financial advice specialising in life and investment planning, pension advice, and personalised financial solutions to clients in Kenilworth and surrounding areas.
    1. ✔3 Financial Advisers
    2. 🪧5.7 Miles
    3. 📍Kenilworth
  5. 🏢

    Daniel Alexander Scott

    FCA reg no.
    1028648
    FCA authorised date:
    14/03/25
    Based in Kenilworth, Daniel Alexander Scott is a trusted provider of personalised financial services including investments, pensions and financial planning. Known for his approachable style, he serves individuals and businesses alike.
    1. ✔1 Financial Adviser
    2. 🪧5.7 Miles
    3. 📍Kenilworth
  6. 🏢

    Peter Sumner

    FCA reg no.
    495740
    FCA authorised date:
    09/07/20
    Peter Sumner is an FCA-regulated financial firm based in Kenilworth, Warwickshire. They specialize in personalized financial advice, final salary pension transfers, and comprehensive financial planning for their Warwickshire clients.
    1. ✔1 Financial Adviser
    2. 🪧6.1 Miles
    3. 📍Kenilworth
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  8. 🏢

    Marston & Co Financial Services LTD

    FCA reg no.
    1043496
    FCA authorised date:
    03/11/25
    Marston & Co Financial Services Ltd provides expert, FCA-regulated financial advice in life and investment sectors. Known for exemplary service in Warwickshire and beyond, they specialize in pensions and retirement planning.
    1. ✔1 Financial Adviser
    2. 🪧6.2 Miles
    3. 📍Leamington Spa
  9. 🏢

    3difs LTD

    FCA reg no.
    457891
    FCA authorised date:
    25/02/13
    3DIFS Ltd, based in Coventry, offers reliable financial advice and services like insurance, investments, pensions and more. Regulated by the Financial Conduct Authority, they provide tailored solutions across Warwickshire and beyond.
    1. ✔4 Financial Advisers
    2. 🪧6.8 Miles
    3. 📍Coventry
  10. 🏢

    FSJC LTD

    FCA reg no.
    587643
    FCA authorised date:
    02/01/13
    Prominent FCA-regulated financial services firm in Coventry specializing in wealth management, pensions, and investments.
    1. ✔1 Financial Adviser
    2. 🪧6.8 Miles
    3. 📍Coventry
  11. 🏢

    BRI Wealth Management PLC

    FCA reg no.
    122499
    FCA authorised date:
    01/12/01
    BRI Wealth Management PLC is a reputable, FCA-regulated financial planning firm based in Coventry, providing personalised wealth management services including investments and retirement advice across the West Midlands.
    1. ✔13 Financial Advisers
    2. 🪧6.8 Miles
    3. 📍Coventry
  12. 🏢

    Associated Life

    FCA reg no.
    144168
    FCA authorised date:
    01/12/01
    Associated Life is a trusted FCA regulated firm in Warwickshire, known for its expertise in life insurance, financial planning, investments, and pension advice.
    1. ✔2 Financial Advisers
    2. 🪧6.9 Miles
    3. 📍Leamington Spa
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  14. 🏢

    Simpson Financial Services LTD

    FCA reg no.
    472031
    FCA authorised date:
    02/01/08
    Simpson Financial Services Ltd, based in Leamington Spa, is a reliable provider of diverse financial planning services, specialising in insurance, investments, and retirement advice. Known for client-focused and approachable service.
    1. ✔5 Financial Advisers
    2. ✔2 Mortgage Brokers
    3. 🪧7.1 Miles
    4. 📍Leamington Spa
  15. 🏢

    Chartered Financial Solutions Limited

    FCA reg no.
    940511
    FCA authorised date:
    14/05/21
    Chartered Financial Solutions Limited is a regulated financial planning company in Leamington Spa, offering comprehensive services including life insurance, investments, and retirement advice to Warwickshire and surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧7.1 Miles
    3. 📍Warwickshire
  16. 🏢

    Withybrook Financial Consultants LTD

    FCA reg no.
    471109
    FCA authorised date:
    10/10/07
    Withybrook Financial Consultants Ltd, based in Coventry, is a FCA-regulated firm specializing in financial services including insurance and investments, providing tailored advice to clients in Coventry and Warwickshire.
    1. ✔2 Financial Advisers
    2. 🪧7.1 Miles
    3. 📍Coventry
  17. 🏢

    Steven Walker

    FCA reg no.
    801827
    FCA authorised date:
    15/02/18
    Steven Walker is a renowned Rugby-based financial firm, offering personalized life and investment planning, pension advice, financial planning, and final salary pension transfers across the Midlands.
    1. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Rugby
  18. 🏢

    Godiva Wealth Management Limited

    FCA reg no.
    832613
    FCA authorised date:
    20/06/19
    Godiva Wealth Management, based in Leamington Spa, Warwickshire, offers comprehensive financial services. They provide industry regulated advice, personalized financial planning, and cater to clients across surrounding regions.
    1. ✔1 Financial Adviser
    2. 🪧7.2 Miles
    3. 📍Leamington Spa
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